Yield Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,600,000
Clients
52
Advisors
1
of 1 employees
About
Yield Financial Advisors serves individuals, professionals, and small business owners, providing fee-based comprehensive financial planning, annual plan monitoring, and implementation support. The firm also offers a wrap-fee program and periodically holds educational workshops for clients and prospective clients.
The firm follows a five-step planning process—detailed data gathering, plan preparation, presentation, implementation assistance, and ongoing monitoring—which can take over six months to complete, with annual reviews and ad hoc access to the advisor between meetings. Yield Financial Advisors also states it may perform limited consulting on an hourly basis and separately provides investment management services under a different disclosure.
Compared with many small independent advisers, the firm is notable for its network of affiliated entities (De Novo Strategy, Yield Insurance Services, Yield Tax Advisors) and for offering insurance products and related implementation through those affiliates, with attendant commission compensation disclosed as a potential conflict. The brochure also discloses that the firm maintains a Code of Ethics, offers a wrap-fee program despite its solo-practitioner structure, and reports no disciplinary events.
Client services
Expertise
Occupation focus
Fee options
Commissions may be earned on insurance products purchased through YFA or its representatives in addition to fees paid for financial planning services.
$250 per hour, billed in 15 minute increments, for consulting services under special limited circumstances.
Financial Plan Monitoring Fee is an annual fee paid monthly for ongoing monitoring services for certain business clients.
Fee-only: Financial planning fees range from $1,700 to $12,000 or more depending on client's personal situation.
Main office
6633 Eldorado Pkwy, 430
McKinney TX 75070
Advisors at this office
1
Most active in
Iowa · Texas
Also doing business as
Creed, Inc The Center Of Resources For Economic Education And Development · De Novo Equity Inc · De Novo Equity, Inc. · De Novo Strategy, Inc. · Knabeht, Inc. · Nauvoo Mint · Outside Investment Advisors · Yield Financial Advisors · Yield Financial Advisors, Inc. · Yield Insurance Services LLC · Yield Tax Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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